Adobe Acrobat Sign Features
Platform (21)
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Custom Branding
Custom branding can be applied through signature process
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Internationalization
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Performance and Reliability
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Integration APIs
Email Management
Manage, store and organize emails within the system or via third-party apps
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Mobile Access
Access software remotely via mobile devices
Forms Management
Store, manage and track all forms in a centralized location
Contact Management
Manage, organize, and store contact information
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Workflow Management
Create, design and manage workflows for repetitive tasks
Document Management
Store, manage, and track all electronic documents in a centralized location
Contract/License Management
Track, store, and access client contracts or licenses
Renewal Management
Manage and track the renewal process for various services, subscriptions, contracts, or licenses
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Event Management
Schedule and manage the logistics of activities and other gatherings
Marketing Management
Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding
Expiration Management
Track and manage expiration of various items including products, warranties, licenses, and contracts
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Video Management
Store and manage online video content
Signature Process (10)
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Document Signing
Allows signor to easily and intuitively sign documents
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Reminders and Expirations
Reminds signors of documents that are waiting to be signed and document expiration dates
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Sign-In Process
Process of authenticating is secure and seemless
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Mobile Signatures
User can easy send and sign documents on mobile devices
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Signature Workflow
Sendor/Adminstrators can easily set up and track documents through multiple signature steps
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Bulk Digital Signatures
Send documents requiring signature to 1000's of signers at once
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Reporting
Provides standard reports and easy creation of custom reports to manage signature process
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Signature Document Creation
Easy to create signature blocks on all required electronic document types/formats
Multi-Party Signing
Share documents with different users to collect multiple signatures
Electronic Signature
Digitally sign online documents
Security and Scalability (3)
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Regulatory Compliance
Meets required regulartory compliances
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Signature History and Audit
Tracks all document signing history to comply with required regulations
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Enterprise Scalability
Provides features to allow scaling for large organizations
Contract Management Platform Features (14)
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Contract Creation
Users can create new contracts within the platform using built-in document creation features.
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Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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Contract Editing
Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
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Contract Attachments
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
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Contract Collaboration
Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
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Approval Process
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
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Notifications & Reminders
Receive notifications and schedule reminders with alerts according to contract milestones.
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Contract Database
Contracts can be stored in a central online repository with built in search capabilities.
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Integrations / APIs
The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.
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Reporting & Dashboards
Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
Government Contracts
Contracts specific to government agencies or organizations who deal with government agencies
Specialty Contracts
An agreement that's only valid if signed by all involved parties, sealed, and delivered
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Data Sources (2)
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Software
Integrate with software such as ERP or CRM to use data for document generation
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Documents
Ability to generate new documents using other documents in multiple formats
Generation (7)
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Templates
Include templates for various types of documents such as invoices or quotes
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Automation
Automate document generation based on customizable rules
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Branding
Allow users to personalize documents for branding purposes
Email Templates
Pre-made examples and templates for emails
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Delivery (5)
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Workflow
Define and manage workflows for document distribution
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Schedule
Create a schedule to deliver documents at predefined times
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Batch
Provide the ability to generate and deliver documents by batch
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Workflow Management
Create, design and manage workflows for repetitive tasks
Customization (5)
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Custom Fields
Allows users to add custom fields to forms that aren't already on the templates
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Conditional Logic
Enables forms to hide or show certain fields based on respondents' answers
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Multi-page Forms
Allows users to create forms with more than one page
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Design
Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)
Forms Creation & Design
Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system
Additional Functionality (150)
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Embedded Forms
Enables forms to be embedded onto a website without having to create code from scratch
Offline Capability
Can used without an internet connection
Notifications
Sends notifications when a completed form is recieved
Payments
Contains integrations with payment processors, enabling users to accept payments through forms
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Mobile Forms
Allows users to build, distribute and access forms from a mobile device
Customizable Forms
Customize contracts and forms to collect specific information
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Electronic Signature
Digitally sign online documents
Full Text Search
Search for specific words or phrases within a document or database
Data Import/Export
Import and export data to and from software applications
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Contract Drafting
Create, edit, and revise contracts/written agreements
Activity Tracking
Track and document all activities across devices, networks, and other systems
Customizable Reports
Alter the layout and content of reports
Sell Side (Customers)
An agreement between a buyer and a seller for the sale and delivery of goods or services
Task Management
Create, manage and track all task activities and progression
Renewal Management
Manage and track the renewal process for various services, subscriptions, contracts, or licenses
Annotations
Highlight content and/or make notations about parts of content
Workflow Management
Create, design and manage workflows for repetitive tasks
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Contract Negotiation
Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Document Storage
Store and organize documents in a centralized system
Customizable Fields
Customize data fields to support various needs and use cases
AI Redlining
The use of AI to automate the process of reviewing, identifying and marking changes in contracts
Version Control
Track revisions and updates made to files and navigate between different versions
Completion Tracking
Track the current status and completion of activities, tasks, goals or deliverables via progress indicators
Contact Management
Manage, organize, and store contact information
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Review
Review and analyze existing information across documents
Customizable Branding
Add customized logos and colors to align with company branding
Configurable Workflow
Configure existing workflows to meet your organization's needs
Document Management
Store, manage, and track all electronic documents in a centralized location
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Buy Side (Suppliers)
An agreement between a business and an external supplier for the delivery of a set of products or services
Payment Processing
Accept, record, and reconcile financial transactions
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Authentication
Verify the identity of users/devices to enable secure access
Data Security
Protect sensitive data for digital privacy
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Version Control
Track revisions and updates made to files and navigate between different versions
Single Sign On
Allow users to access multiple services after entering their login credentials once
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Encryption
Convert data into a code for security
Signature Capture
Digitally capture and store a person's handwritten signature
Document Conversion
Convert documents and images into editable file formats
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Team Collaboration
Allow multiple team members to edit and work on the same document
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Status Tracking
Track the status over time for a request, process, asset, or transaction
Customizable Fields
Customize data fields to support various needs and use cases
Searchable Database
A collection of records that can be retrieved based on specific queries
QR Codes
Matrix barcode that stores information
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Multi-Location
Manage and support multiple locations
Real-Time Data
Receive data and information in real time
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Age Verification
A way for institutions and businesses to check the age of their customers/clients.
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Secure Data Storage
Securely stores data to prevent data loss or breaches
Waiver Kiosk
Set up computers on location to help users sign waivers on-site
Data Import/Export
Import and export data to and from software applications
Photo Capture
Capture photos for any type of use case
Conditional Logic
Capability of a software or system to make decisions and perform actions based on specified conditions
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Customizable Forms
Customize contracts and forms to collect specific information
Multiple Format Support
Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Tracking
Track and document all activities across devices, networks, and other systems
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
API
Application programming interface that allows for integration with other systems/databases
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Text Editing
Edit text as needed
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Multiple Output Formats
Create content in various formats, such as print, PDF, HTML and more
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Data Import/Export
Import and export data to and from software applications
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Forms Management
Store, manage and track all forms in a centralized location
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Content Library
Centralized repository to store content and assets
Customizable Fields
Customize data fields to support various needs and use cases
Multi-Language
Manage and support multiple languages
Data Storage Management
Manage and store data in a database
Contract Drafting
Create, edit, and revise contracts/written agreements
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Full Text Search
Search for specific words or phrases within a document or database
Interaction Tracking
Track interaction history by documenting conversations for contacts
Contract/License Management
Track, store, and access client contracts or licenses
Document Review
Review and analyze existing information across documents
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Conditional Logic
Capability of a software or system to make decisions and perform actions based on specified conditions
Document Management
Store, manage, and track all electronic documents in a centralized location
Document Storage
Store and organize documents in a centralized system
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Electronic Signature
Digitally sign online documents
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Version Control
Track revisions and updates made to files and navigate between different versions
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Commenting/Notes
Leave comments and notes on documents for others to view
Content Publishing Options
Facilitates online authoring and publishing of the content
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Content Library
Centralized repository to store content and assets
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Customizable Branding
Add customized logos and colors to align with company branding
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
API
Application programming interface that allows for integration with other systems/databases
Document Management
Store, manage, and track all electronic documents in a centralized location
Document Storage
Store and organize documents in a centralized system
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Autofill
Automatically populating fields or sections within a form
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Convert to PDF
Create, edit, convert to and from PDF files
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Media Library
Collection of images, videos and other digital content that can be used
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Full Text Search
Search for specific words or phrases within a document or database
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Data Import/Export
Import and export data to and from software applications
Forms Management
Store, manage and track all forms in a centralized location
Electronic Signature
Digitally sign online documents
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Mobile Access
Access software remotely via mobile devices
Generative AI (9)
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Image
Provides the ability to generate images from a text prompt.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Document Generation
Custom forms to streamline repetitious aspects of a document
Agentic AI - Salesforce AppExchange Apps (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Contract Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - E-Signature (8)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
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Adaptive Learning
Improves performance based on feedback and experience
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Agentic AI - Document Generation (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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